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    Accessing Crunchafi from Thomson Reuters Guided Assurance

    This article applies to Thomson Reuters (TR) Guided Assurance and Engagement Manager users who need direct access to Crunchafi Lease Accounting as part of their ASB-AP-70 audit workflow. 

    Before Continuing

    Please confirm your client’s Crunchafi lease list is fully up to date for the audit period, including any new leases, terminations, reassessments, modifications, and other updates, and that you have run any relevant Crunchafi reports as covered in our PPC Methodology Playbook

    If your firm is not already using Crunchafi Lease Accounting, click here for more information. If, however, your firm has an account and you need access, contact your firm admin and request a new user invitation.

    Accessing Crunchafi from TR Engagement Manager
    1. From the Workpapers list in TR Engagement Manager, click on the AP-70 Property audit program for the client you are currently viewing.

    2. Click the icon on the left of the procedure on the TR Guided Assurance list to go to the Lease Accounting landing page.

    3. Enter your email address and click Continue.

    4. If you already logged into Crunchafi, you will be taken to your Client Accounts list. If you are not logged in, you will be prompted for your credentials or signed in via SSO authentication (depending on your account settings). 

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    Note 

    If your firm is not already using Crunchafi Lease Accounting, click the Get Started button on the right side of the page or click here for additional details. If your firm has an account and you need access, contact your firm admin and request a new user invitation.

    1. Choose the client from the list to open the My Leases page.

    2. From the popup window, select the relevant procedure from the list to view more details. While viewing a procedure, you can click Next to skip to the next procedure or click Back to List to select a different procedure.

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    ADDITIONAL NoteS

    If the procedure window does not automatically open or you close it, you can open it at any time by clicking TR PPC Guide in the top navigation bar from the My Leases page.

    TRPPCGuide-Link-png

    If you landed on the My Leases page by logging into Crunchafi Lease Accounting from our main login page and not through TR Engagement Manager / Guided Assurance, the TR PPC Guide option will not appear. You can still view our PPC Methodology Playbook help page for relevant steps and procedure details.